Business Strategies

Small businesses represent the American dream and a majority of the American workforce.   Small business owners and employees can truly benefit from our specialized financial knowledge, strategies, and solutions.

2007 Family Business Survey

Are you a family-owned business?  If so, contact us for a complimentary, no-obligation copy of the 2007 Family Business Survey (CRN201002-101253, expires 01/01/3000), which was interpreted by Kennesaw State University .   

Business Continuation Strategies

Funding Option Analysis

Buy-Sell Strategies

Family Business Succession

Key Person Insurance

Executive Fringe Benefits

Executive Bonus Plans

Split Dollar Insurance

Deferred Compensation Funding

Salary Continuation Plans

Non-Qualified Executive Fringe Benefits

Employee Benefit Products and Services

Pension, Profit Sharing and 401(k) Plans

SIMPLE IRAs

SEP Plans

Non-Qualified Retirement Programs

Insurance Products

Health Insurance

Disability Income Insurance (individual, multi-life, and group)

Life Insurance (individual, multi-life, and group)

Long Term Care Insurance (individual, multi-life, and group)

Seminars

BusinessKillers®

CPA CPE Seminars (contact us for further information on options)